The only source of compensation we receive is from fees paid directly to us, from our clients. This could be in various form; an hourly fee, a retainer fee or a fee based on a percentage of the assets under investment management.

As a fiduciary, our clients best interests are our priority. We put our clients needs first. Read below for an expanded definition of what a fiduciary is!

A financial planning fiduciary is a professional who is legally and ethically required to act in the best interests of their clients when providing financial advice and managing their assets. This means that a fiduciary must prioritize the client's needs and goals above their own interests, avoid conflicts of interest, and disclose any potential conflicts that may arise. Fiduciaries are obligated to provide advice and recommendations that are solely in the client's best interests, ensuring transparency, honesty, and a high standard of care in their professional conduct.

Actually, no. It is important you ask the individual you are working with if they are a fiduciary, and if they are not, why not and how this affects the advice you receive.

Although we are a remote services firm, we have a HQ in Omaha, Nebraska.

Our team are based out of;

• Omaha US,

• Pennsylvania US,

• Bristol UK,

• Yorkshire UK and

• Scotland UK.

Our clients are truly global. We work with clients throughout all states, and overseas. We are very flexible, so there is no need to come into a physical office, although that can be arranged for local clients if required.

Our typical clients are likely to look exactly like you. If you are looking for assistance with reaching your goals, creating a plan, addressing your financial issues, or having your assets managed by a professional as you don’t have the time or experience, our services can provide a solution.

The large majority of our clients have cross-border/international considerations however, we do work with US domestic-only clients also.

As we don’t have a minimum asset requirement, an income requirement, or a minimum fee per annum payable, our services may look different from those you have experienced before.

Our firm has extensive experience in assisting expatriates working in the US and UK to optimize their tax situations.

We understand the complexities involved in international taxation, including residency rules, tax treaties, and foreign income reporting requirements.

We offer tax-planning strategies and help to ensure cross-border tax compliance. We can optimize expatriate benefits including the Foreign Earned Income Exclusion (FEIE) in the U.S. or the Statutory Residence Test in the UK.

By working with our experienced team, you can have peace of mind knowing that your tax situation is optimized, compliant, and structured to maximize your financial outcomes as an expatriate.